WealthPlan Investment Management LLC Grows Stake in Innovator U.S. Equity Ultra Buffer ETF – December $UDEC

WealthPlan Investment Management LLC increased its holdings in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) by 6.6% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 326,162 shares of the company’s stock after buying an additional 20,205 shares during the period. WealthPlan Investment Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – December were worth $12,515,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Old Port Advisors purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the second quarter worth about $615,000. Archer Investment Corp lifted its position in Innovator U.S. Equity Ultra Buffer ETF – December by 215.5% during the second quarter. Archer Investment Corp now owns 12,413 shares of the company’s stock valued at $452,000 after purchasing an additional 8,479 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its stake in Innovator U.S. Equity Ultra Buffer ETF – December by 9.2% in the 3rd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 151,892 shares of the company’s stock worth $5,828,000 after buying an additional 12,783 shares in the last quarter. Belpointe Asset Management LLC increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 13.9% in the 2nd quarter. Belpointe Asset Management LLC now owns 7,613 shares of the company’s stock worth $277,000 after buying an additional 928 shares during the last quarter. Finally, Cetera Investment Advisers increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 13.0% in the 2nd quarter. Cetera Investment Advisers now owns 50,158 shares of the company’s stock worth $1,828,000 after buying an additional 5,752 shares during the last quarter.

Innovator U.S. Equity Ultra Buffer ETF – December Stock Performance

BATS UDEC opened at $39.92 on Wednesday. Innovator U.S. Equity Ultra Buffer ETF – December has a 52-week low of $32.40 and a 52-week high of $37.07. The company has a market capitalization of $450.30 million, a P/E ratio of 24.92 and a beta of 0.37. The company has a fifty day moving average of $39.38 and a 200-day moving average of $38.26.

Innovator U.S. Equity Ultra Buffer ETF – December Company Profile

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. UDEC was launched on Dec 2, 2019 and is managed by Innovator.